SVB Startup Banking is focused on building deep and authentic relationships with early stage founders, investors, and ecosystem partners to improve their probability of success.
The Associate role is responsible for assisting with the management of an assigned client portfolio supporting the VPs, Directors and Managing Directors.
Analyze and manage internal and external data sources to identify top clients and prospects, potential cross-sell opportunities, predict fundraising needs, and extract industry trends
Facilitate new client onboarding journey though client service
Help support client engagement and outreach
Monitor and track portfolio health related to compliance and credit risk
Increase customer satisfaction (NPS) across portfolio
Identify potential cross-sell opportunities for various SVB products
Develop strong relationships with key clients and stakeholders
Assist with new business development opportunities
A successful candidate will engage in staying up to date on technology and innovation trends and will attend networking and evening industry events.
Strong interest in the technology industry and desire to understand market dynamics, trends and investor relationships
Able to prioritize tasks with effective time management in a fast-paced environment
Able to work in a team environment and comfortable working independently
Strong attention to detail, analytical and comfortable making data-informed decisions
Knowledge of banking products and operations and/or previous startup experience/degree is a plus